How Much Do You Need to Retire?

How Much Do You Need to Retire?

How Much Do You Need to Retire

Chris Schiffer, MBA, CFP®, CPA,  AIF® was quoted in the TheStreet article How Much Do You Need to Retire by Scott Van Voorhis that discusses among other retirement planning considerations, important elements in AEPG’s approach to retirement planning to ensure great outcomes.  AEPG spends a lot of time with clients discussing retirement projections and scenario analysis including trying to “break” the plan to see how the plan will hold up. We value an open dialogue with clients to help them envision their future to ensure the plan is solid and that clients understand their options and help them make wise decisions. It is also very important that the perspective of both spouses is communicated so that a balanced financial plan addressing the needs of both spouses is developed.